CRM for Consultants

The Best CRM for Consultants

Track engagements, manage referral networks, and grow your practice — starting free.

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The challenge

Why most CRMs fail consultants

Solo consultants and small consulting firms have a unique CRM need: relationships matter more than volume. Your pipeline is built on referrals, repeat engagements, and trust. You don't need a CRM designed for 100-person sales teams — you need one that helps you nurture relationships and never let a follow-up slip through the cracks. And you definitely don't need to pay $50/seat/month to do it.

Why Conduyt

Why consultants choose Conduyt

Four reasons teams like yours make the switch.

Try it free for 20 days

Every new account starts with a 20-day free trial of the full Professional feature set. No credit card required. When the trial ends, pick Starter at $299/month — unlimited users, unlimited pipelines, everything a consulting practice needs.

Referral network tracking

Tag and track referral sources as first-class objects. See which relationships generate the most business and nurture them with automated check-in sequences.

Engagement lifecycle management

Track prospects through proposal → SOW → active engagement → completion → follow-up. Custom pipeline stages model consulting engagements naturally.

Simple enough to actually use

Consultants are busy delivering. A CRM that takes 2 weeks to set up will never get used. Conduyt is configured in under an hour and designed to stay out of your way.

Use cases

Common use cases for consultants

How teams like yours actually use Conduyt day-to-day.

Recommended plan

Which plan fits consultants?

Our recommendation based on how consultants typically use Conduyt.

Starter

$299/mo

Solo consultants and small firms get the same flat rate as a 50-person team — unlimited users, unlimited contacts, unlimited pipelines. Start with a 20-day free trial, then $299/month (or $249/month billed annually).

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“I tried Pipedrive, Close, and HubSpot. They're all built for sales teams, not consultants. Conduyt lets me track engagements and referral sources the way my business actually works — at a flat $299/month, no per-seat tax.”
James Okafor Independent Management Consultant — Solo practice (12 years)

The math

How Conduyt compares

Real numbers, real savings.

Most CRMs charge per seat. A solo consultant on HubSpot Starter: $20/month. On Pipedrive Professional: $49/month. On Close Startup: $49/month. Conduyt Starter: $299/month flat — but you get the full Professional feature set of every other tool, and your cost never moves as you add sub-contractors, junior consultants, or client-side users. For a growing practice, flat pricing pays off within a few hires.

FAQ

Frequently asked questions

Everything consultants ask before switching.

Is Conduyt good for Consultants?
Yes. Conduyt was designed for revenue teams of all types, including Consultants. Features like unlimited pipelines, custom objects, automation workflows, and flat pricing make it particularly well-suited to how Consultants operate.
How much does a CRM for Consultants cost?
Most CRMs charge per seat, which means costs scale with your team size. Conduyt offers flat pricing: 20-day free trial, then $299/month (Starter) or $499/month (Professional). Every paid plan includes unlimited users, unlimited contacts, and unlimited pipelines. No per-seat fees, no contact limits, no hidden charges.
Can I try it before paying?
Yes. Every new account starts with a 20-day free trial of the full Professional feature set — pipelines, contacts, custom fields, automation, API access, and unlimited users. No credit card required. After the trial, pick Starter ($299/month) or Professional ($499/month).
How long does setup take?
Most teams are up and running in under 2 hours. Conduyt includes guided onboarding, CSV import, and migration tools for teams coming from other CRMs. Enterprise customers get white-glove migration support.
Does Conduyt integrate with Google Workspace, Notion, Calendly, and your scheduling stack?
Yes. Conduyt integrates with 400+ tools via native integrations, Zapier, and a comprehensive REST API. Webhook infrastructure supports real-time event streaming for custom integrations.
Can I migrate from my current CRM?
Yes. Conduyt supports direct migration from HubSpot, Salesforce, Pipedrive, Close, Zoho, and most other CRMs. Contact and deal data, custom fields, and pipeline stages are mapped automatically. Most migrations take under 4 hours.

Your team uses AI? See how AI agents drive Conduyt →

Start your 20-day free trial — built for consultants

No credit card. No per-seat pricing. Just a CRM that works the way consultants actually sell.

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